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Avantax Planning Partners’s Fortive FTV Stock Holding History

Avantax Planning Partners’s Portfolio FTV Stock Details FTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,770
Closed -$94K – 616
2018
Q3 		$94K Buy
+1,770
New +$90.8K 0.01% 360
2018
Q2 		– Sell
-2,263
Closed -$109K – 675
2018
Q1 		$109K Buy
+2,263
New +$108K 0.01% 395

Other funds holding FTV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Avantax Planning Partners's FTV Position: Q4 2018 in Review

Avantax Planning Partners sold out of Fortive (FTV) in Q4 2018, closing a stake of 1,770 shares — an estimated $94K sold.

Avantax Planning Partners first reported a position in FTV in Q1 2018 and held it in 2 quarters. The position peaked at $109K in Q1 2018. 788 funds tracked by Wall St. Rank hold FTV as of Q4 2018.

  • Avantax Planning Partners reported no remaining Fortive position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 1,770 Fortive shares in Q4 2018, an estimated $94K.
  • Avantax Planning Partners first reported a position in Fortive in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Fortive position peaked at $109K in Q1 2018.
  • 788 funds tracked by Wall St. Rank held Fortive as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.